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This Is Why Free Prospect Meetings Mostly Don’t Work (and What Will Instead) I get it. You don’t want to be one of the thousands of financial planners stuck in the land of sameness — indistinguishable as you parrot the same old advice everybody else does. You want your service to get noticed, and you
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Well, surprise, surprise, surprise… After four wonderful years on seebeyondnumbers.com, I’ve decided to rebrand as SmartFinancialPlanner.com. Why?
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All About Innovation, Blog, Fulfill Your Right Brain Potential, How to Be Meaningful, What Your Clients Want
Could it Be That Meaning is The New Money For Financial Planners?
Here’s a short story that seems to have nothing to do with financial planning (but it does). Imagine Bob Lutz. Bob Lutz? He’s the former CEO of General Motors. Bob is not the artsy-fartsy kind of guy. He looks and acts like a marine, which he once was. He smokes cigars. He flies his plane.
